FMY vs PBJN
Comparison between First Trust Mortgage Income Fund (FMY, ETF) and PGIM S&P 500 BUFFER 20 ETF - JUNE (PBJN, ETF).
FMY vs PBJN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FMY
$53M
Winner
PBJN
$53M
Expense Ratio
FMY
N/A
PBJN
0.50%
Max Drawdown
FMY
51.81%
Winner
PBJN
8.70%
Sharpe Ratio
FMY
-0.16
Winner
PBJN
0.89
5Y Beta
Winner
FMY
0.01
PBJN
0.41
5Y Dividends CAGR
FMY
1.97%
PBJN
N/A
FMY vs PBJN - Historical Returns
Returns include dividend reinvestment.
1M
FMY
-0.05%
Winner
PBJN
+0.34%
3M
FMY
-1.27%
Winner
PBJN
+1.00%
6M
FMY
-2.06%
Winner
PBJN
+2.98%
1Y
FMY
+0.88%
Winner
PBJN
+7.81%
5Y(CAGR)
FMY
+2.98%
PBJN
N/A
10Y(CAGR)
FMY
+3.76%
PBJN
N/A
Max(CAGR)
FMY
+4.33%
Winner
PBJN
+10.40%
FMY vs PBJN - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | FMY | PBJN |
|---|---|---|
| 2026 | -0.44% | +3.25% |
| 2025 | +9.95% | +11.89% |
| 2024 | +7.94% | +6.90% |
| 2023 | +14.58% | N/A |
| 2022 | -13.27% | N/A |
| 2021 | +4.35% | N/A |
| 2020 | +5.06% | N/A |
| 2019 | +12.12% | N/A |
| 2018 | -3.98% | N/A |
| 2017 | +6.47% | N/A |
| 2016 | +3.26% | N/A |
| 2015 | +4.38% | N/A |
| 2014 | +1.33% | N/A |
| 2013 | -6.38% | N/A |
| 2012 | +1.54% | N/A |
| 2011 | +10.13% | N/A |
| 2010 | +15.87% | N/A |
| 2009 | +20.93% | N/A |
| 2008 | +6.49% | N/A |
| 2007 | +9.45% | N/A |
| 2006 | +10.87% | N/A |
| 2005 | -18.78% | N/A |
FMY vs PBJN Drawdown Comparison
The maximum drawdown for FMY was -27.99%, occurring on Oct 9, 2008. Recovery took 131 trading sessions.
The maximum drawdown for PBJN was -8.70%, occurring on Apr 8, 2025. Recovery took 58 trading sessions.
The current FMY drawdown is -3.29%. The current PBJN drawdown is -0.34%.
| Rank | FMY | PBJN |
|---|---|---|
| #1 | -27.99% May 29, 2008 - Dec 3, 2008 | -8.70% Feb 19, 2025 - May 13, 2025 |
| #2 | -21.58% Oct 8, 2012 - May 15, 2019 | -3.35% Jul 16, 2024 - Aug 19, 2024 |
| #3 | -20.84% Jun 24, 2005 - Feb 20, 2008 | -2.40% Feb 25, 2026 - Apr 8, 2026 |
| #4 | -19.97% Sep 15, 2021 - Mar 13, 2024 | -1.83% Jun 2, 2026 - Jul 10, 2026 |
| #5 | -18.89% Jun 27, 2011 - Jan 31, 2012 | -1.68% Aug 30, 2024 - Sep 13, 2024 |
| #6 | -12.96% Sep 23, 2010 - Apr 25, 2011 | -1.50% May 19, 2025 - May 27, 2025 |
| #7 | -12.38% Feb 28, 2020 - Oct 5, 2020 | -1.25% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -11.28% Dec 4, 2008 - Jun 10, 2009 | -1.11% Dec 11, 2024 - Jan 17, 2025 |
| #9 | -7.12% Feb 27, 2026 - Mar 13, 2026 | -0.87% Jul 15, 2026 - Jul 17, 2026 |
| #10 | -6.12% Feb 28, 2008 - Apr 28, 2008 | -0.80% Oct 8, 2025 - Oct 20, 2025 |
| #11 | -5.48% Aug 2, 2019 - Sep 25, 2019 | -0.78% Jun 9, 2025 - Jun 24, 2025 |
| #12 | -5.12% Sep 25, 2024 - Feb 11, 2025 | -0.77% Nov 8, 2024 - Nov 25, 2024 |
| #13 | -5.08% Feb 1, 2012 - Apr 24, 2012 | -0.71% Oct 29, 2024 - Nov 6, 2024 |
| #14 | -4.73% Oct 5, 2020 - Dec 30, 2020 | -0.71% Jul 28, 2025 - Aug 8, 2025 |
| #15 | -4.66% May 17, 2024 - Jun 14, 2024 | -0.63% Jan 28, 2026 - Feb 9, 2026 |
Correlation
Correlation between FMY and PBJN is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
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